Overview
What is Xactly Incent?
Xactly Incent is a software solution that allows companies to design, automate and manage incentive compensation—from the simple to the complex—and align seller behavior with revenue goals. With Xactly Incent helps customers to reduce time spent on plan administration, realize…
Managing commissions for a sales organization of a technology company
Xactly the way Variable Compensation should be!
Great Enterprise Solution
Honest Review.
Great tool if you understand how to use it.
Solid structure, but lacks flexibility.
Xactly Incent Review
Works as promised !
Provides access to close to real-time incentive data …
Great solution for our unique requirements
Xactly right!
Robust SPM tool at a competitive price.
Everything in one place!
Intuitive and Adaptable
Xactly Incent Review
How Xactly Incent Differs From Its Competitors
Compensation Management
Adoption
Xactly Data Insights
Compensation Management
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Compensation Management
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Compensation Management
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Xactly Integrations
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Compensation Management
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Xactly Data Insights
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Xactly Integrations
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Compensation Management
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Compensation Management
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Awards
Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards
Popular Features
- Sales compensation plan creation (79)7.575%
- Sales compensation process automation (77)7.474%
- Personalized dashboards (79)7.373%
- Complex sales crediting (74)7.171%
Reviewer Pros & Cons
Video Reviews
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Pricing
What is Xactly Incent?
Xactly Incent is a software solution that allows companies to design, automate and manage incentive compensation—from the simple to the complex—and align seller behavior with revenue goals. With Xactly Incent helps customers to reduce time spent on plan administration, realize higher quota…
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- Setup fee required
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Product Demos
Xactly Incent Self-Guided Product Tours (Form Fill)
Features
Analytics and Reporting
Dashboards and scorecards for KPI monitoring and benchmarking
- 7.3Personalized dashboards(79) Ratings
Create custom dashboards and reports without the help of IT or administrators.
- 8.7Color-coded scorecards(2) Ratings
Track and analyze performances with interactive, color-coded balanced scorecards.
- 8.5KPIs(3) Ratings
Select from a library of more than 6,000 key performance indicators, and incorporate KPIs into your planning process.
- 9.3Key Performance Indicator setting(2) Ratings
Ability to set key performance indicators for measuring progress towards goals.
- 9.3Benchmarking with external data(2) Ratings
CPI, daily exchange rates, industry KPIs. with scheduled data refreshes.
- 8.7Revenue Forecasting(2) Ratings
AI forecasting of future sales revenue.
- 8.6Pipeline Analytics(2) Ratings
Provide the ability to rapidly visualize and identify pipeline changes.
Sales ICM
Features around incentive compensation management for sales
- 7.5Sales compensation plan creation(79) Ratings
Easy for Sales to create incentive compensation plans without IT assistance.
- 7.1Complex sales crediting(74) Ratings
Users can set up complex crediting chains to attribute credit for sales to multiple tiers of employees and/or partners.
- 7.4Sales compensation process automation(77) Ratings
Automates processes related to sales compensation, like incentive and quota plans, approvals, dispute resolution, payroll processing, etc.
- 7.2Incentive auditing/regulation compliance(63) Ratings
Internal workflow and tracking elements create an audit trail and help ensure regulatory compliance.
- 7.2Sales compensation dashboards & forecasting(72) Ratings
Analytics tools give sales ops managers and/or reps a view into sales performance in terms of sales vs. quotas, as well as earnings so far and projected payouts. May include competitive stats.
- 7.2Incentive modeling(55) Ratings
Includes a sandbox or testing environment for users to explore what-if scenarios and develop incentive compensation strategies.
- 6.7Agile incentive strategy(51) Ratings
Incentive plans are flexible; users can create and adjust compensation plans and incentive rules in order to strategically adapt to changes in sales performance/the marketplace/corporate goals.
- 6.8ICM mobile visibility(48) Ratings
Real-time reports about sales performance and compensation are accessible on mobile devices; may also allow managers to update plans and/or reps to submit questions, disputes, etc.
Sales Gamification
Features related to gamifying sales operations.
- 8Sales contest templates(1) Ratings
Includes pre-designed sales competitions based on common sales goals and KPIs.
- 9Custom sales contests(1) Ratings
System administrators and/or players can design customized sales competitions, with different challenges, types of rewards, etc., depending on company culture, goals, and KPIs.
- 8Team competitions(1) Ratings
Enables contests involving groups of employees playing against one another, rather than one-on-one competitions or every rep for themselves (as with a leaderboard).
- 9Multiple competitions(1) Ratings
Allows for multiple competitions of different types to be going on simultaneously; this kind of complexity is especially important for enterprises.
- 9Contest flexibility(1) Ratings
Administrators can make adjustments to competition design, duration, etc. as needed, allowing sales managers to test and modify different competitive dynamics for agile improvement. Also helps keep contests aligned with current company goals.
- 7.5Sales rep view(68) Ratings
Sales reps have their own profiles/personal view of the platform to monitor performance, progress, and goals. May include mini-games or coaching; often mobile access is important.
- 8.6Mobile game functionality(2) Ratings
Users can view results or participate in games and contests on their mobile devices.
- 8.6Game notifications & updates(2) Ratings
Managers and players receive notifications about game developments, game/quota deadlines, and updated competitive rankings.
- 8Social competition / Game collaboration(1) Ratings
There is a social element to the competition; the gamification software allows users to post, like, share, and comment on each others’ wins and losses, or integrates to the company’s social/collaboration channel(s). May also allow non-salespeople to get involved.
- 8.6Sales game integration to Salesforce(2) Ratings
Pulls sales performance data and details from Salesforce CRM.
- 8Sales performance reporting(3) Ratings
Gamification software reports on individual and team sales results in an engaging, clear, and simple way.
- 5TV streaming(1) Ratings
Results of competitions, along with other motivational and competitive material, can be televised. This may be a matter of digitally displaying the sales performance report (static), or may be more like a news report/continuous content feed.
Product Details
- About
- Integrations
- Competitors
- Tech Details
- Downloadables
- FAQs
What is Xactly Incent?
Xactly Incent is a software solution that allows companies to design, automate, and manage incentive compensation—from simple to complex—and align seller behavior with revenue goals. Xactly Incent aims to help customers to:
* Reduce time spent on plan administration
* Realize higher quota attainment
* Eliminate payout errors and increase payout accuracy
* Drive better performance with commission visibility
With its integrations, companies can combine compensation data from CRM, ERP, HCM, and other critical business systems in existing stacks to provide a holistic view of program effectiveness.
Xactly’s Intelligent Revenue Platform brings together operational and intelligence capabilities, enabling users to align plan, design, manage, incent, and forecast functions into one cohesive platform. Its ability to integrate Xactly Incent across the broader revenue engine enables users to make strategic decisions with revenue data.
Other solutions include Xactly Forecasting, Xactly Extend, and Xactly AlignStar.
Xactly Incent Features
Sales ICM Features
- Supported: Sales compensation plan creation
- Supported: Complex sales crediting
- Supported: Sales compensation process automation
- Supported: Incentive auditing/regulation compliance
- Supported: Sales compensation dashboards & forecasting
- Supported: Incentive modeling
- Supported: Agile incentive strategy
- Supported: ICM mobile visibility
Sales Gamification Features
- Supported: Sales rep view
Analytics and Reporting Features
- Supported: Personalized dashboards
Additional Features
- Supported: Flexible compensation plan design: Create and manage any type of commission plan with reusable elements like rules, quotas and rate tables.
- Supported: Reporting and customizable dashboards: Over 100 out-of-the-box reports and personalized dashboards to track sales and plan performance.
- Supported: Plan document and workflow management: Configure, track, and manage compensation processes.
- Supported: Sales rep and manager dashboards: Increase rep productivity and trust with on-demand visibility into their commissions and payouts.
- Supported: Incentive statements: Detailed incentive statements for transparency and visibility at the individual or team level.
- Supported: Commission estimator: Where a team can see how much they can earn based on opportunities.
- Supported: Incentive plan summaries: Provides reps with a holistic view into their individual plans with summaries that include plan quotas, commission rates, and SPIF programs.
- Supported: Data integrations: Integrate with CRMs, ERPs, or HCMs, like Salesforce, Microsoft Dynamics and Netsuite
- Supported: API connector
- Supported: Single Sign-on (SSO)
- Supported: Analytics
- Supported: Multi-currency
- Supported: Prior period processing: Allows for reprocessing prior periods to generate retroactive adjustments to results.
- Supported: Advanced search capability: An optimized search designed for large data sets that allow downloading of all result types.
- Supported: Modern user experience: Administrators can easily navigate through simple and visually enhanced designs.
- Supported: Data integrations: Integrate with CRMs, ERPs, or HCMs, like Salesforce, Microsoft Dynamics, and Netsuite.
Xactly Incent Screenshots
Xactly Incent Video
Xactly Incent Integrations
Xactly Incent Competitors
Xactly Incent Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Unspecified |
Mobile Application | Apple iOS, Android |
Supported Countries | United States, Spain, China, France, Germany, Brazil, Italy, Japan, Mexico, Russia, South Korea, Taiwan, Sweden, Netherlands, Norway, Canada, Poland, Slovakia, Czech Republic, Australia, Brazil |
Supported Languages | English, Spanish, Chinese, French, German, Portuguese, Italian, Japanese, Spanish Russian, Korean, Traditional Chinese, Swedish, Dutch, Norwegian Bokmal, Polish Slovak, Czech |
Xactly Incent Downloadables
Frequently Asked Questions
Comparisons
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Reviews and Ratings
(397)Attribute Ratings
- 8Likelihood to Renew44 ratings
- 9Availability10 ratings
- 6.1Performance11 ratings
- 7.2Usability22 ratings
- 5.8Support Rating22 ratings
- 8.7Online Training8 ratings
- 7.4In-Person Training8 ratings
- 3.9Implementation Rating14 ratings
- 4.6Configurability10 ratings
- 4.9Product Scalability11 ratings
- 4.8Ease of integration8 ratings
- 7.9Vendor pre-sale8 ratings
- 8.8Vendor post-sale8 ratings
Reviews
(76-100 of 268)Outstanding tool
- Completeness
- Maths behind your achievement
- Details accuracy
- Sourcing data not always promptly updated
- Nothing else
- Nothing else
Xactly the way it should be!
- Graphics
- Timeline
- Conect with other apps and softwares
- more graphs
- proyections
- include taxes
Great sales performance management system
- design
- automate
- Sales compensation process automation
- Sales compensation plan creation
- Connect Integartion
- Analytics report
- Case Management through Xactly
Xactly magic
- Smooth calculation of commissions within half an hour to 1 hour
- Good Incentive statement reporting
- End to end visibility from orders to commissions paid
- Easy to config sales comp plans
- While document routing there is an option of "Skip" the person records for whom we do not want to route but instead if we can have a select all option and then we can just untick the person records that we do not want to send
- It will be great if we can have a count of records shown for each month while updating lookup tables
Great system!
- Training - there is a learning curve to this software, but Xactly Incent provides many tools and courses to learn the program efficiently.
- Reporting - The analytics reporting function is great to make custom reports that fit your company's needs,
- Deployment - when we were going live, everything was well documented and planned out.
- Response Time - opening a support ticket to get help can take anywhere from 24-72 hours to get a response back, and sometimes you just need help right away. There is no number to call into for that kind of help.
- Process Time - opening and closing months seem to take 30+ minutes which bogs down the system.
Great Product to use with Salesforce
- commissions management
- integrate with SFDC
- speed
Xactly works as expected as for Sales Performance Management
- Shows Quarterly and Annual Attainment
- Source of truth for quota at large orginzation
- Xactly is often doing product updates with downtime
- Difficult to drill into specifics and understand sales 'pay curve'
There aren't many product updates -- you basically are getting a slightly more detailed and official GSheet.
Xactly Incent great ICM solution
- Processing commissions is easy
- Administration is very easy to learn and pickup
- Rules are easily configured or updated
- Reporting is essential and analytics does a great job
- Some tabs or categories can be provided for read only access but not all functions
- Deleting hierarchy versions can be a bit confusing
Xactly gets the job done, make sense of your comp and quota attainments
- Provides comp reports that make sense of complex comp plans
- Enables me to easily slice/dice sort reviews to view month, YTD, recent, etc
- My company "cheats" and sometimes manually just dumps things into a SPIFF bucket, I feel the Xactly tool could provide more flexibility to enable custom comp buckets
Xactly helps me understand where I’m tracking on my goals
- Break down Commissions
- Understand % to quota on a monthly, quarterly, and yearly perspective
- Reviewing and signing internal documents
- The UI looks a bit dated
- There seems to be certain data that’s redundant around commissions, steepening the learning curve
Xactly Incent Review 2022
- User interface.
- Admin support and community portal.
- Plan design and rule development.
- workflows and document pathing is not straightforward
- bonus rules
- remove information that is not up to date from the community portal
Good Product, does the things we need
- Integration of data into the Xactly Incent system is easy and straight forward.
- The community portal is extremely helpful. You will be able to find answers to any question you have.
- The product performs well for everything we use it for.
- The interface does look old.
- There is a little bit of setup needed to get everything set, like for a rebrand.
Xactly Incent for a medium sized organization
- Calculating group plans for managers who didn’t get quotas but received revenue as a percentage of their DRs earnings
- Using logic to differentiate different commission structures by product
- Nullifying product commissions even if they generate revenue for those that do not qualify for commissions
- Having proper org charts and detailed information on license types
- It could have better ways to edit plans
- Breaking quotas requires a monthly calculation instead of the system automatically pre-populating it after receiving the annual quota amount
- Breaking the system between analytics and Incent
Xactly Incent is a Very Good Product
- The team we have been working with at Xactly Incent has been fantastic. They have been able to efficiently translate our needs into functional design in Xactly and have been very quick to fix any issues that we have uncovered. Additionally, they have been very responsive to feedback and suggestions.
- The analytics module offers a lot of flexibility for building out additional reporting and complements Xactly Incent very well. It is relatively easy for someone with moderate technical ability to pick up.
- Xactly Incent does what we need in terms of commissions and bonuses. Results are accurate and are able to be processed daily in a reasonable amount of time.
- Xactly Incent offers a wide variety of training on all of their different modules, including incent, analytics, and connect, allowing a high degree of flexibility if a business wants greater control over their configuration.
- Xactly Incent was built with monthly and quarterly periods in mind. A business that uses a weekly or bi-weekly cadence for commissions requires a more customized implementation and will need to use analytics reports to supplement the built-in reporting.
- Maintaining it can be clunky. There are many places where it feels like it could be more streamlined. For example:
- *We needed to create copies of all compensation plans for 2022 even when there was no change to the plan configuration.
- *When working with the hierarchy, there is no way to upload a small set of records to add to an existing version. Either the full hierarchy needs to be re-uploaded, or each record needs to be added manually.
Xactly - delivers almost exactly what's needed
- Processing large quantities of data in a short space of time against a set of specific rules.
- Ensuring accuracy and consistency of data across large volumes of calculations.
- Giving end user visibility as soon as data is processed.
- Allowing users to raise queries directly in the system.
- Give advance notice of roadmap deliverables. eg expected in 6-12 months.
- Provide ability for users to append screenshots to queries made via the application.
Xactly gets the job done with the right admin experience
The right tool for dealing with complex compensation plans
- Calculate unique and complex commission plans automatically.
- Gives visibility to Salesforce of commissions earned with supporting detail.
- The amount of storage for revenue data is great and uploaded quickly into the system.
- Availability to edit a user's email address.
- Exporting a list of profiles.
First thoughts from new admin user
- Incentive dashboards
- Data processing and reliability
- Analytics
Beats Spreadsheets!
- Provides a detailed drilldown of the deals Sales reps close and their commissions for deals
- Provides clean dashboards and reports from the Analytics section that provide us real time data
- Syncs with our Salesforce instance to automatically load orders without us having to add anything manually
- Interface seems a little outdated
- Many tabs that can be reduced since many of them point in the same direction
- Adjustments to orders can be a little complex (should be as easy as manually adjusting an order in a spreadsheet)
Although it's a great tool, it can always use improvements. It needs to be more modernized to how competitors are dishing out their compensation tools. It's really the tool you need for simple and accurate commissions for your organization.
Sales rep thoughts
- Shows monthly sales numbers
- Calculates commissions
- shows history
- has yearly payout info
- hard to figure negative commissions
- needs to show calculation
- get confusing when there are negatives taken out
Xactly promises made and promises kept!
- Easy to upload batches.
- The admin can perform certain processes without waiting until process cycles occur.
- User can easily access the system.
- Setting up calendars so that they appear on the Analytics reporting needs to be improved, There are entirely too many steps in this process and I always have to have the Support team assist with this process.
- Needs to have a method so if one rep in a batch has an error, you do not have to remove, re-upload, and process the entire batch.
- It would be great if actions taken would have immediate updating to the various reports, so you are not waiting on the 2 hour processing to occur to see the results.
Comprehensive Tool to Help with all of our Sales Commissions Needs
- Intuitive interface for sales people.
- Ability to customize sales plans.
- Helpful customer service team.
- Ability to propose new ideas and have them be implemented.
- Ease of creating/customizing new plans.
Xactly Incent for Internal Use and Customers
- Comprehensive analytics and reporting.
- Troubleshooting and managing formulas.
- Complete and accurate calculations.
- Rationalization of analytics and reports.
- Real-time dashboard updates.
- Modeling can be confusing.
Enterprise Class Commissions Tool
- Dashboard.
- Estimating commissions.
- Clear reports and statements.
- Improved mobile functionality.
- Keep multiple years of historical incentives.
- Detailed line items for targets.
- Monthly summary.
- Ways to see supporting information.
- Simplify the information with smart callouts on what lines are most important.
- Better support for the browser "back" button.
- Way to ask questions of managers about specific numbers or an annotation function for explanations.
- Clearer explanation of number or ways to hide unnecessary data by role.